How we work

We aim to build enduring relationships with all our clients by providing quality services that meets their changing needs over life. It’s important to remember that continually reviewing your strategy is essential.

How we will provide advice to you

1 First meeting

Getting to know you

Ensuring you understand the information we give you

Learning about your goals and objectives

Establishing which advice services you’ll require

2 Getting all the facts

Completing a profile of your personal and financial goals

Establishing the right level of risk for you

Developing a clear picture of your situation

3 Agreeing on the service

Issuing a letter of engagement

Discussing our services and making the costs involved clear

Agreement for us to prepare specific advice

4 Preparing the advice

Analysing possible strategies and options

Researching potential products and relevant legislation

Preparing our recommendations

5 Presenting the advice

Presenting our advice in a Statement of Advice (SoA)

Discussing the SoA and any Product Disclosure Statements

Answering your questions and ensuring you understand and are comfortable with our recommendations